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Transfer

You can reassign a request that has been outstanding for too long, demands an immediate response, or should be handled by another technician. When you transfer a request, the new analyst or group is automatically notified, as are any others who should receive notification based on the notification rules established by your system administrator.

To transfer a request to another technician

  1. Select the request from the Request List page on the Service Desk tab.

    The Request Detail page appears.

  2. On the menu bar, select Activities, Transfer.

    The Transfer Request page appears.

  3. Enter a New Assignee and a New Group. You can enter the values directly or click the search icon to search for a contact or group.
  4. Change any other activities fields as appropriate.

    See Activities Fields for field descriptions.

  5. Click Save.

    The request is transferred, and the activity is recorded on the Activities tab on the Request Detail page.